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Mfs Research Fund Class B: (MF: MFRBX)

(NASDAQ Mutual Funds) As of Aug 19, 2026 05:42 PM ET

$50.10 USD

-0.07 (-0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.30 64
3 months 2.96 60
6 months 4.82 67
1 Year 11.17 64
3 Year 13.73 64
5 Year 8.14 61
10 Year 11.99 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.17
Bear Market (10/07 - 2/09) -48.50
Bull Market (2/09 - 3/21) 858.35

Load Adjusted Returns as of Jul 31, 2026

1 Year 8.82
5 Year 8.62
10 Year 12.32
Since Inception 10.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.04 11.40 NA NA
2025 -5.23 10.28 5.52 1.55
2024 9.98 1.36 4.19 1.49
2023 4.16 8.09 -3.85 12.29
2022 -6.73 -14.01 -4.59 7.31
2021 5.05 8.63 -0.05 8.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.3011.9817.9021.56-17.8923.7815.7432.11-5.1822.377.93
% Total Return Rel to Index -4.42-6.23-7.12-4.680.31-4.90-2.650.62-0.780.58-4.00
% Total Return Rel to Peer -4.18-0.72-1.49-1.431.801.72-4.173.691.671.700.11
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.003.003.003.00
% Dividends 0.000.000.000.000.000.000.000.030.040.130.09
% Yield 0.000.000.000.000.000.000.000.070.120.310.25
Capital Gains ($) 0.008.715.493.263.173.092.321.354.223.251.72
Expense Ratio 1.491.511.521.561.531.531.541.541.561.571.57

* 1 = Top 20%, 5 = Bottom 20%